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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1426
Austin Private Wealth
Texas
$350K +$1.06K +3 +0.3%
SSB
1427
Sandy Spring Bank
Maryland
$348K +$21.3K +60 +7%
MPMG
1428
Minneapolis Portfolio Management Group
Minnesota
$347K – – –
JSL
1429
JT Stratford LLC
Georgia
$346K +$337K +951 New
FPW
1430
Flagship Private Wealth
Massachusetts
$344K -$31.6K -89 -9%
KCM
1431
Kathmere Capital Management
Pennsylvania
$344K +$9.22K +26 +3%
MCM
1432
Murphy Capital Management
New Jersey
$343K +$334K +942 New
TCA
1433
Transcend Capital Advisors
New Jersey
$342K -$17K -48 -5%
BFA
1434
Bragg Financial Advisors
North Carolina
$342K -$4.96K -14 -1%
AP
1435
Appleton Partners
Massachusetts
$342K -$709 -2 -0.2%
PP
1436
PrairieView Partners
Minnesota
$342K +$150K +423 +82%
WF
1437
WoodTrust Financial
Wisconsin
$341K +$2.13K +6 +0.6%
SCM
1438
Schnieders Capital Management
California
$340K – – –
TW
1439
TrinityPoint Wealth
Connecticut
$336K – – –
MJRIC
1440
Mogy Joel R Investment Counsel
California
$335K +$14.9K +42 +5%
RB
1441
Renasant Bank
Mississippi
$334K +$2.13K +6 +0.7%
AWP
1442
Accretive Wealth Partners
New Jersey
$334K +$325K +916 New
APWA
1443
Atlas Private Wealth Advisors
New Jersey
$331K +$709 +2 +0.2%
PAA
1444
Peregrine Asset Advisers
Oregon
$331K +$41.5K +117 +15%
FF
1445
FourThought Financial
Florida
$330K -$24.5K -69 -7%
VCA
1446
Verdence Capital Advisors
Maryland
$330K -$7.45K -21 -2%
CPC
1447
Consolidated Planning Corp
Georgia
$330K – – –
MGWM
1448
Marks Group Wealth Management
Minnesota
$330K – – –
MWA
1449
Meridian Wealth Advisors
Texas
$329K – – –
RPWA
1450
Regent Peak Wealth Advisors
Georgia
$324K +$7.45K +21 +2%
56 57
58
59 60